
Latest News


Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler in MarketWatch
May 25, 2022 - Opinion: Strong insider buying suggests a 15% rally in the S&P 500 from here 3 stocks insiders really like One of the troubling things about this market downturn is that as brutal as it got, corporate insiders never showed much interest... [Continue Reading]
GenTrust Head of Fixed Income Hugh Nickola in Barron’s Advisor
May 25, 2022 - Yields Are Rising. Advisors Weigh In on Where to Stash Cash. Is cash no longer trash? After years of yielding next to nothing, short-term bond investments are suddenly delivering yields large enough to detect with the naked eye. That doesn’t... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler in Barron’s
May 23, 2022 - The Case for Buying the Tech-Stock Selloff Now A tradable rally may loom on the horizon for tech stocks, according to analysts at Jefferies. The firm is now bullish on the sector, according to a research note on Sunday, shifting... [Continue Reading]
Thornburg Investment Management CEO Jason Brady in The Wall Street Journal
May 23, 2022 - Bonds’ Descent Stalls Amid Stock Turmoil Treasury yields stabilize as investors worry about an economic slowdown and seek safe assets A stock-market drubbing that had the S&P 500 flirting with bear-market levels last week is driving investors to the relative... [Continue Reading]
EquityZen Founder and Chief Strategy Officer Phil Haslett in Lend Academy
May 20, 2022 - Why private companies see stock liquidity as a retention strategy Changing marketplace practices make it ideal for people with stock options to have liquidation opportunities, said Phil Haslett, founder, and chief strategy officer at Equity Zen, a pre-IPO investment platform. EquityZen... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in CNBC
May 17, 2022 - Natural gas prices have already doubled this year. A hot summer could push them even higher U.S. natural gas prices more than doubled since the start of the year, and this summer’s air-conditioning season could send them soaring by at... [Continue Reading]
TIFIN CEO Vinay Nair on CNBC ‘Squawk Box’
May 17, 2022 - More investors are searching for funds with bitcoin, says Magnifi founder Vinay Nair, founder of Magnifi, joins CNBC’s ‘Squawk Box’ to break down the most searched investments among retail investors. Watch Vinay here.... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler on Cheddar News
May 17, 2022 - U.S. Stocks Rebound From Session Lows to Close Mixed U.S. stocks closed Thursday’s session off their session lows amid another wild day of trading. The Dow Jones Industrial Average fell for a sixth straight day. The tech-heavy Nasdaq turned green... [Continue Reading]
GenTrust Managing Director Mimi Duff on Bloomberg Markets: The Close
May 17, 2022 - Bloomberg Markets: The Close (5/9/2022) Caroline Hyde, Romaine Bostick & Taylor Riggs bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and tackles the selloff, the fall... [Continue Reading]
EquityZen Founder and Chief Strategy Officer Phil Haslett on Yahoo Finance
May 16, 2022 - The IPO market ‘is thawing,’ EquityZen co-founder says EquityZen Co-Founder and Chief Strategy Officer Phil Haslett joins Yahoo Finance Live to discuss the state of the U.S. IPO market and startups in the private market. Watch Phil here.... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in Business Insider
May 16, 2022 - If you think gas prices are bad, diesel is in its worst crisis since the 1970s and has even raised fears of localized rationing While Americans are reeling from sticker shock at the gas pump, the diesel market is... [Continue Reading]
EquityZen Founder and Chief Strategy Officer Phil Haslett in Barron’s Advisor
May 16, 2022 - Dot-Com Crash Redux? How Advisors Can Prepare Now. About 22 years ago—March 20, 2000, to be exact—the dot-com boom peaked with the Nasdaq hitting 5,048. Hundreds of once-darling internet companies would soon evaporate, including Pets.com, Webvan, eToys, and DrKoop.com. By... [Continue Reading]
Tortoise Senior Portfolio Manager Quinn Kiley in Bloomberg News
May 13, 2022 - Oil Halts Slide as Fuel Stocks Plunge Ahead of Driving Season Oil rallied as the European Union continued to haggle with holdouts over a Russian crude ban while a US government report showed fuel inventories plunging ahead of the summer... [Continue Reading]
TIFIN Feature Story, CEO Vinay Nair in TechCrunch
May 12, 2022 - Data-driven fintech Tifin valued at $842M in new $109M Series D round There’s been talk throughout the venture ecosystem of a funding slowdown, but AI-powered fintech platform Tifin seems to be a clear exception. The Boulder, Colorado-based startup, which aims to match... [Continue Reading]
GenTrust Head of Equities Olivier Sarfati in The Wall Street Journal
May 12, 2022 - Dow Falls as Inflation Worries Weigh on Markets Cryptocurrencies broadly fall, with bitcoin hitting its lowest level since 2020 The Dow Jones Industrial Average declined for a sixth consecutive session Thursday, extending a streak of volatility in a market driven... [Continue Reading]
AmTrust Vice President Andrew Lipton in The Associated Press
May 12, 2022 - 4 ways to protect your small business from cyberattacks Since the beginning of the COVID-19 pandemic, small businesses have quickly adopted remote working and transitioned to new technologies, such as contactless payments and online ordering. Unfortunately, these adjustments have come... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler in Kiplinger
May 12, 2022 - Stock Market Today: S&P Inches Toward Bear Market Another red-hot producer price index reading sent stocks on a choppy ride to modest losses Thursday. A day after Wall Street was told consumer prices continued to rise at an uncomfortably rapid... [Continue Reading]
EquityZen Founder and Chief Strategy Officer Phil Haslett in The New York Times
May 11, 2022 - Fear and Loathing Return to Tech Start-Ups Workers are dumping their stock, companies are cutting costs, and layoffs abound as troubling economic forces hit tech start-ups. Start-up workers came into 2022 expecting another year of cash-gushing initial public offerings. Then... [Continue Reading]
TOGGLE Co-Founder Jan Szilagyi in MarketWatch
May 11, 2022 - Opinion: Keep calm — there’s no recession on the way. These 13 stocks may rise as investors figure this out The economy is strong, as consumers and businesses are in good shape A so-called hard landing of the U.S. economy is... [Continue Reading]
Tortoise Senior Portfolio Manager Brian Kessens in S&P Global Market Intelligence
May 11, 2022 - Shale gas stocks tumble May 9 with the rest of the market Shares in shale gas producers retreated May 9 as the bottom fell out of the market after double- and triple-digit-percentage gains over the past 12 months. “Ouch,” Raymond... [Continue Reading]
EquityZen Founder and Chief Strategy Officer Phil Haslett in TechCrunch
May 11, 2022 - Faire lands $416M extension from YC, Sequoia and others for online wholesale marketplace Faire, which has built a marketplace connecting retailers to indie brands globally, has raised a $416 million extension to its Series G financing, more than doubling the size of... [Continue Reading]
GenTrust Wealth Management Advisor Javi Sanchez in Barron’s Advisor
May 10, 2022 - Retirees Face a Whirlwind Market. What Advisors Say They Should Do. Given market conditions, retirees can be forgiven if they feel that investing right now is akin to running with scissors. Risks and uncertainties abound: spiking inflation, Federal Reserve rate... [Continue Reading]
Thornburg Investment Management CEO Jason Brady on CNBC ‘The Exchange’
May 10, 2022 - Bonds are starting to be relatively better, says Thornburg’s Jason Brady Jason Brady, Thornburg Investment Management CEO, joins ‘The Exchange’ to discuss tech stocks, dividends and bonds. Watch Jason here.... [Continue Reading]
TOGGLE Feature Story, Co-Founder Giuseppe Sette in Business Insider
May 09, 2022 - An investment firm is paying staff $2,000 in cash or $10,000 equity if they take 2 weeks’ paid leave Amid continued record high quit rates firms are scrambling to help their staff wind down. Whereas some are rolling out innovative benefits... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel on CNBC ‘Squawk Box’
May 09, 2022 - There is no supply that could fill a major Russian gas cutoff in Europe, says Helima Croft Helima Croft, global head of commodity strategy at RBC Capital Markets, and Rob Thummel, portfolio manager and senior managing director at Tortoise, join... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Ben Kirby in The Associated Press
May 09, 2022 - INFLATION WOES SINK STOCKS INVESTORS WARY GAINS IN ECONOMY WILL BE LOST TO HIGHER INTEREST RATE NEW YORK – A sharp sell-off left the Dow Jones Industrial Average more than 1,000 points lower Thursday, wiping out the gains from Wall Street’s biggest rally... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in Barron’s
May 09, 2022 - Two Stocks That Could Surge as European Union Moves to Shun Russian Oil The bold move by the European Union to phase out its Russian oil and natural-gas use will likely exacerbate the already low levels of inventories, boost oil and gas... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer in Morningstar/Dow Jones Newswires
May 05, 2022 - EMEA Morning Briefing: Stocks to Jump as Powell Quashes 3/4-Point Hikes Talk MARKET WRAPS Watch For: Eurozone New Passenger Car Registrations; Germany Manufacturing Orders/Turnover; France Industrial Production; UK Interest Rate Decision, BOE MPC Meeting Minutes, Monetary Policy Report, Monthly Car... [Continue Reading]
Thornburg Investment Management CEO Jason Brady on Bloomberg Markets: The Close
May 05, 2022 - Bloomberg Markets: The Close (05/04/2022) Romaine Bostick, Taylor Riggs & Katie Greifeld bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and tackles the Fed’s rate decision... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer in The Wall Street Journal
May 05, 2022 - U.S. Dollar Tumbles After Powell Rules Out Larger Rate Increases The U.S. dollar tumbled after Federal Reserve Chairman Jerome Powell took the prospect of larger interest-rate increases off the table. The Fed approved a half-percentage-point interest rate increase Wednesday. The WSJ Dollar... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer in Bloomberg News
May 05, 2022 - Fed Relief Rally Is False Dawn to Strategists Who Fear Inflation The collective sigh of relief in markets after Federal Reserve Chair Jerome Powell pushed back against super-sized hike speculation may be short lived. The worry is that absent tough... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in MarketWatch
May 05, 2022 - Dow surges 900 points, books best day since 2020, after Fed takes 3/4-point rate hikes off table U.S. stocks end sharply higher, after the Federal Reserve delivered the first 50-basis-point interest rate hike since 2000, but said larger 75-basis-point increases... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler in Financial Advisor IQ
May 05, 2022 - FAs Weigh In: Calming Nerves, Allaying Fears, Managing Risks “In general, people are extremely stressed right now and are looking for us to calm the waters in their financial lives,” according to Tom Stadum at Fjell Capital. FA-IQ reached out... [Continue Reading]
Thornburg Investment Management CEO Jason Brady on Fox Business ‘Mornings with Maria’
May 03, 2022 - The Fed raising rates causing ‘rocky road’ in financial economy: Expert Thornburg Investment president and CEO Jason Brady provides insight into how the Fed raising rates will impact the financial economy. Watch Jason here.... [Continue Reading]
ETF Managers Group CEO Sam Masucci on TD Ameritrade Network
May 03, 2022 - Latest Reopening Trends With Uber (UBER), Airbnb (ABNB) Reporting Earnings Sam Masucci looks at several of the reopening trade stocks, including Expedia and Airbnb ahead of earnings Tuesday. He discusses the recent performance of the ETFMG Travel Tech ETF (AWAY),... [Continue Reading]
Mahoney Asset Management CEO Ken Mahoney on Fox Business ‘Mornings with Maria’
May 03, 2022 - The Fed will ‘overreact,’ put US in recession: Mahoney Mahoney Asset Management CIO Ken Mahoney argues negative GDP growth combined with rate hikes create ‘cracks’ in the market. Watch Ken here.... [Continue Reading]
ETF Managers Group Cannabis Research and Banking Expert Jason Wilson on The InvestmentNews Podcast
May 03, 2022 - Talking cannabis rules and regulations Jeff and Bruce dive deep into the world of cannabis investments with ETF Managers Group’s cannabis research and banking expert Jason Wilson. Jason addresses how the industry will continue to shift as a result of... [Continue Reading]
IPZ Newsletter | “Big Cliff” Omoruyi Signs with IPZ…Frank The Tank’s Hot Start…Alex Scores Massive Equalizer…Andrei Makes UFC History
May 03, 2022 - Rutgers Star Clifford “Big Cliff” Omoruyi Signs with IPZ for NIL Representation | Frank Schwindel Starts Season Hot with 12 Hits in 12 Games | Alex Touche Scores Massive Equalizer in 122nd Minute to Ignite Union Omaha Comeback Win |... [Continue Reading]
Thornburg Investment Management CEO Jason Brady on CNBC Pro
May 02, 2022 - CNBC Pro Talks at Milken Global Conference: Investors talk inflation, Fed, crypto CNBC’s Brian Sullivan spoke with four investment managers at the Milken Global Conference on how to navigate financial markets Watch Jason at 17:30 here.... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler in S&P Global Market Intelligence
May 02, 2022 - Big Tech leans on cloud, services amid war-related, economic uncertainties Solid performance from cloud providers in particular is set to drive Big Tech earnings higher this year, despite some mixed first-quarter results that rattled investors in April. Russia’s war in... [Continue Reading]
Thornburg Investment Management Director of Advisor Education Jan Blakeley Holman in Barron’s
May 02, 2022 - Reluctant to Spend in Retirement? Here Are Some Tips to Tame Your Frugal Feelings. Ned and Sue Price saved diligently their whole lives, but the Jacksonville, Fla., couple still had worries of running out of money in retirement—especially since a... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler on Bloomberg Markets: The Close
May 02, 2022 - Bloomberg Markets: The Close (4/29/2022) Romaine Bostick, Taylor Riggs & Katie Greifeld bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and tackles the selloff, Amazon’s disappointing... [Continue Reading]
Thornburg Investment Management Portfolio Manager Eve Lando in The Bond Buyer
April 29, 2022 - April issuance falls, but comes in just above 10-year average Municipal issuance dropped 7.5% year-over-year in April, again owing to a drop in taxable and refunding volumes in the face of continued market volatility and rising interest rates. The $34... [Continue Reading]
ETF Managers Group Cannabis Research and Banking Expert Jason Wilson in MarketWatch
April 28, 2022 - Opinion: These are the new rules for investors who want to buy marijuana stocks The cannabis sector has had a big drawdown. The crash has several lessons for investors. If technology stocks are causing you pain, just be thankful you don’t... [Continue Reading]
GenTrust Senior Wealth Advisor Jim Colavita in Financial Advisor IQ
April 28, 2022 - FAs Weigh In: Inflation Foremost on Clients’ Minds Advisors are busy guiding clients concerned over rising food and gas prices and the overall impact of inflation on their portfolios. FA-IQ reached out to advisors to ask: What are your clients’ top... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler on CNBC ‘Squawk Box’
April 28, 2022 - We still like some Big Tech stocks, depends on investment horizon, says Nancy Tengler Nancy Tengler, CEO and CIO at Laffer Tengler Investments, and Gunjan Banerji, markets reporter at the Wall Street Journal, join CNBC’s ‘Squawk Box’ to discuss tech... [Continue Reading]
Tortoise Senior Portfolio Manager Brian Kessens in Bloomberg News
April 28, 2022 - Oil Ekes Out Gain as EU Ban on Russian Crude Gains Support Oil ended a choppy session higher as the market struggled to find direction amid Germany’s support for a gradual ban on Russian oil and bearish headwinds created by... [Continue Reading]
Thornburg Investment Management CEO Jason Brady in Kiplinger
April 27, 2022 - Buy Bonds Now? That Depends Investors’ personal motives for buying bonds should inform what they do next. I insist it is folly to quit sound investments because of a bad quarter, but the bond market swoon of early 2022 tests... [Continue Reading]